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Financial Advisor David Marshall joined Provenance Wealth Advisors in 2021. He has built a successful business by providing a wide range of financial services to high-net-worth clients. His focus is on investments and developing retirement plans with additional experience in insurance solutions and strategic planning.

David is a graduate of the University of Pittsburgh where he earned a master’s degree in Business Administration and the University of Notre Dame where he earned a Bachelor of Science Degree in Microbiology. Before joining Provenance Wealth Advisors, David was a financial advisor with two national firms. David began his financial career at Prudential Securities in 1995 and most recently was a financial advisor with Wells Fargo Advisors.